Farther Finance Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Buy	15,067 +1,319	+10%	+$181K	0.02%	649
2025 Q4	$1.81M	Buy	13,748 +12,421	+936%	+$1.62M	0.02%	626
2025 Q3	$172K	Sell	1,327 -204	-13%	-$26.1K	﹤0.01%	1694
2025 Q2	$189K	Sell	1,531 -15,833	-91%	-$1.86M	﹤0.01%	1422
2025 Q1	$2.08M	Buy	17,364 +16,311	+1,549%	+$2.04M	0.05%	292
2024 Q4	$132K	Sell	1,053 -63	-6%	-$8.04K	﹤0.01%	1191
2024 Q3	$138K	Buy	1,116 +111	+11%	+$13.2K	0.01%	1164
2024 Q2	$113K	Buy	1,005 +4	+0.4%	+$456	0.01%	1080
2024 Q1	$117K	Buy	1,001 +598	+148%	+$67.3K	0.01%	888
2023 Q4	$45.9K	Buy	403 +4	+1%	+$411	﹤0.01%	1066
2023 Q3	$40.3K	Buy	399 +162	+68%	+$17.3K	0.01%	839
2023 Q2	$25.4K	Buy	237 +71	+43%	+$7.21K	0.01%	915
2023 Q1	$17.1K	Hold	166	–	–	0.01%	952
2022 Q4	$16.7K	Buy	+166	New	+$16.6K	0.01%	788